GWM

Geneos Wealth Management Portfolio holdings

AUM $3.94B
1-Year Est. Return 15.87%
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,540
New
Increased
Reduced
Closed

Top Sells

1 +$11M
2 +$6.96M
3 +$6.59M
4
USD icon
ProShares Ultra Semiconductors
USD
+$5.22M
5
RXL icon
ProShares Ultra Health Care
RXL
+$5.06M

Sector Composition

1 Technology 5.87%
2 Energy 5.69%
3 Industrials 5.62%
4 Financials 5.15%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$1K ﹤0.01%
21
2452
$1K ﹤0.01%
40
-200
2453
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2454
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2455
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2456
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2457
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186
2458
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100
2459
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+80
2460
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8
2461
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+2,000
2462
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2463
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20
2464
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253
2465
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+100
2466
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100
2467
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2468
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2469
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2470
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41
2471
$1K ﹤0.01%
+100
2472
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20
2473
$1K ﹤0.01%
300
2474
$1K ﹤0.01%
50
2475
$1K ﹤0.01%
+200